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User

Jeffrey Ubben

ValueAct Holdings

Jeffrey Ubben Live Nation Entertainment Inc stake

total: 107

ValueAct Holdings LYV trades

Total transactions:
7
New positions:
1
Added:
2
Reduced:
4
Held since:
2024 Q3
Held for:
8 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Jeffrey Ubben holds 302,066 Live Nation Entertainment Inc (LYV) shares with a market value of roughly $55.31M accounting for 0.98% of the overall portfolio. To date, the estimated cost basis is nearly $115.08 for "buy" trades and estimated average "sell" price is $161.72. ValueAct Holdings first purchased LYV in 2024 Q3, initially acquiring about 1.01M shares. Since the initial investment in Live Nation Entertainment Inc (LYV), ValueAct Holdings has made 6 more transactions.

How many LYV shares does Jeffrey Ubben currently hold?

According to 2026 Q2 report, Jeffrey Ubben holds 302,066 shares of Live Nation Entertainment Inc (LYV), valued at around $55.31M.

When did Jeffrey Ubben buy Live Nation Entertainment Inc (LYV)?

Jeffrey Ubben first invested in Live Nation Entertainment Inc (LYV) in 2024 Q3 at the reported quarter-end price of $109.49 per share.

What's the cost basis of ValueAct Holdings's LYV stake?

The estimated cost basis for Live Nation Entertainment Inc (LYV) stake is around $115.08 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$115.08
Weighted AVG sell price:
$161.72

Jeffrey Ubben's historical trades in Live Nation Entertainment Inc

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.98%
302,066
$183.11
$55,311,305
-51.64% (-322,600)
-1.03%
2026 Q1
1.67%
624,666
$152.51
$95,267,812
-24.10% (-198,400)
-0.43%
2025 Q4
1.67%
823,066
$142.50
$117,286,905
+28.43% (+182,200)
+0.37%
2025 Q3
1.77%
640,866
$163.40
$104,717,504
-27.61% (-244,400)
-0.71%
2025 Q1
2.52%
885,266
$130.58
$115,598,034
-16.60% (-176,200)
-0.52%
2024 Q4
3.13%
1,061,466
$129.50
$137,459,847
+4.61% (+46,816)
+0.14%
2024 Q3
2.54%
1,014,650
$109.49
$111,094,029
new
+2.54%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.